Our interactive webinar will offer a clear explanation of the important changes to pension taxation – helping you to provide the right support your staff.

Our Senior Pensions Consultant, Graham Cooper, and our Head of Higher Education, Paul Hamilton, will guide you through the potential on pension savings in final salary pension schemes such as the Universities’ Superannuation Scheme, the Teachers’ Pension Scheme and the Local Government Pension Scheme.

Key topics of discussion include:

Tapered Annual Allowance, Lifetime Allowance and the new forms of Lifetime Allowance protections

The Budget 2016 might not have seen the widespread changes to the pension taxation system that many had been anticipating – however, there are still key pension considerations to be aware of in the new tax year.

In April 2015 legislative changes designed to increase the flexibility that individuals have when accessing their pension savings from age 55 onwards were introduced. We look at overall market experience within DB schemes, following this introduction.

Rather than speculating on the results of the vote on whether the UK should remain part of the European Union (EU), our interactive webinar will offer practical guidance on the issues schemes should be considering.

Two of our leading experts, Paul Hamilton and Julia Turney are hosting a webinar to help offer some clarity on the changes and complexity that Investment Builder will bring when it’s launched in October 2016.

Since 31 December 2015 the liability value of a typical pension scheme has increased by 25%. This increase can have real consequences; as Carclo found out in October, when it was unable to pay an interim dividend.

Are you aware of the challenges surrounding pension transfers? During this webinar, our Administration Manager, Ben Clacker, will guide you through the key issues to look out for – and how to avoid them.

Transferring administration services to a new provider can be a challenging process, but an efficient and seamless transfer can be achieved through approaching the project with transparency, cooperation and accountability.

With Defined Benefit (DB) schemes in the Higher Education sector seeing a steady increase in costs, institutions are considering whether to move a proportion of their staff onto a DC scheme. We look at key issues when thinking about setting up a DC scheme

Join our webinar where we will discuss current issues in financial reporting for pension schemes, under IAS19 and FRS102, and the flexibility in assumption setting – which can drastically reduce deficits.

The high court judgement on the GMP equalisation Lloyds case has been handed down. Does it open the door to the opportunity of genuine pension simplification, or slam it shut? Join our webinar as we discuss what this means for trustees and sponsors;

In a world where legislation, products and most importantly, member needs are evolving, ongoing governance is vital to ensure DC arrangements stay suitable. We look at how a well-designed governance structure can prepare a scheme for future challenges.

Join Partner and Head of Higher Education; Paul Hamilton as he looks at the recent actuarial valuation of the Teachers’ Pension Scheme (TPS), in particular the impact on independent schools and universities.